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Risk Profiles

Understanding Your Risk Profile

Learn what your risk profile means, how it's calculated and why it should be used as a guide rather than financial advice.

Your risk profile is a questionnaire designed to help you understand your attitude towards investment risk.

By answering a series of questions about your goals, investment experience and comfort with risk, you'll receive a risk profile that reflects your responses.

It's designed to help you better understand yourself as an investor.


How Is My Risk Profile Calculated?

Your risk profile is generated using a scoring system.

Each answer you provide contributes towards an overall score, which is then used to identify the type of investor your responses most closely match.

The result is based entirely on the information you provide in the questionnaire.


Is My Risk Profile Financial Advice?

No.

Your risk profile is not personalised financial advice or an investment recommendation.

It does not tell you:

  • What you should invest in.
  • Which investment product you should choose.
  • What level of risk you should take.

Instead, it simply provides an indication of your attitude towards investment risk based on your questionnaire responses.


Do I Have to Follow My Risk Profile?

No.

Your risk profile is there to help inform your decisions—it is not something you must follow.

You are free to choose an investment option with a higher or lower level of risk than your questionnaire result suggests.

The decision is always yours.


Can My Risk Profile Change?

Yes.

As your financial circumstances, goals or attitude towards investing change over time, your responses may also change.

You can complete the questionnaire again if you wish to review your current risk profile.


In Summary

Your risk profile:

  • Is based on a questionnaire and scoring system.
  • Reflects your answers about investment goals and attitude to risk.
  • Is not financial advice or an investment recommendation.
  • Does not tell you what you should invest in.
  • Is intended to help you better understand your own attitude towards investment risk.
  • Does not have to be followed—you remain free to choose the investment option that's right for you.

Your risk profile is an educational tool designed to support your understanding of investment risk while leaving all investment decisions firmly in your hands.

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Yeeld's products and services are provided by Yeeld Financial Services LTD (15776510) and Yeeld Investments LTD(15775018), wholly owned subsidiaries of Yeeld Technologies LTD (14870361) registered in England and Wales with a registered office at Level 18, 40 Bank Street, Canary Wharf, London, England, E14 5NR.
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